Too many logins
Your CRM, email tool, scheduler, store and spreadsheet each hold part of the story, and nobody has all of it.
The VentFlow system
One system for your whole business. Start with the CRM.
Your contacts, follow-up, invoices, website, online store and reporting all connect in one place. You can start with just the CRM and switch on the rest when your business needs it.
Free 30-minute conversation. No jargon, no canned pitch.
Invoice #318 paid
One customer record
Everything about this customer, in one place.
Contact & historyin the CRM
Emails & textson the record
Booking & invoicetied to contact
Follow-upautomated
Recommended next move
Nothing to retype.
Form fills, bookings, orders and payments all land on the same customer record.
Illustrative example
Why one system
Why one system beats five tools
If your business is like most small teams, you're running a CRM here, an email tool there, a store somewhere else and a spreadsheet to hold it together. Every handoff loses a lead. In the VentFlow system, every contact, message, order and invoice sits on one customer record, so your follow-up doesn't depend on memory.
Every handoff leaks
A lead fills out a form in one tool and never makes it to your follow-up in another.
Nobody sees the whole path
You can't tell which campaign earned which invoice when the answer is spread across five tools. One record tells you.
CRM
Contacts and CRM
Every lead, client and conversation in your business lives in one record. You can see who reached out, what they were told and what happens next, with pipelines, tags, notes and tasks that stay out of your way.
- Contact records with full history
- Pipelines and follow-up reminders
- Import from spreadsheets and your current tools
Email & texting
Email and texting
You send email and text messages from the same record the contact lives on, and their replies land back on that record. Automations send your follow-up so nobody on your team has to remember.
- One-off messages, campaigns and automated sequences
- Every message tied to the contact it belongs to
Invoices & scheduling
Invoices, payments, scheduling and forms
You can send an invoice, take a payment, book an appointment or collect intake details, and all of it stays tied to the same contact.
- Invoices and online payments
- Appointment booking
- Intake and request forms that create the contact for you
Website & landing pages
Website and landing pages
Your website, landing pages and funnel pages are connected to your CRM. When someone fills out a form, they become a contact; when they book, it becomes a task. Nobody on your team retypes anything.
Online store
Online store
You can sell products, merch, memberships, donations or services from the system that already holds your customers.
Built to be found. Built to sell.
Your product and category pages are built to be found in search, checkout and payments happen in one place, and every order lands next to the customer who placed it.
- Products, checkout and payments tied to your contacts
- Search-friendly product and category pages
- Memberships, donations and merch for nonprofits and publishers
- Every order on the customer's record
The Shopcart (2)
Everyday Tee$28Add to cart
Annual Membership$60/yrAdd to cart
Gift Card$50Add to cart
Order #1042 — placed 2 min agoNew customer added to CRM
Reports
Reports from first visit to paid invoice
You see your path from first visit to paid invoice on one screen. You'll know where people drop off, which leads got followed up and what each campaign actually earned.
Start small. Grow big.
Start small. Grow big.
01Start with just the CRM.
From day one, every lead, client and conversation in your business lives in one place. That's all you need to begin.
02Add pieces as you grow.
When you're ready, switch on email and texting, scheduling, invoices, your website or your store. You add each piece when your business needs it.
03Grow into the full partnership.
When you want more, we take on strategy, campaigns and custom builds with you, as a partner who already knows your business.
The VentFlow system
One login.
Start with the CRM, then switch on more as you grow.
- Contacts & CRM — every lead, client and conversation in one record
- Email & texting, tied to the contact they belong to
- Invoices, payments, scheduling and intake forms
- Website and landing pages connected to your CRM
- Online store and reports on the same customer record
Nonprofit? Start today, no call required.$95/mo, unlimited contacts →
You'll log in through the portal — that's just the door.
The system is half of it.
Software alone won't grow your business; the work does. Our experienced team sets the system up for you, tunes it and helps your team use it.
We run VentFlow Digital on this exact system. The CRM, forms, booking and follow-up behind this site are the same ones we'd set up for your business.
Free 30-minute growth conversation
Bring us the messy middle.
Most teams we talk to aren't failing; they're juggling. Tell us what's on your plate, and we'll help you name what your business should tackle first, whether or not we end up doing the work.
Pick a time
Book your growth conversation
You'll talk with VentFlow Digital's experienced team, with no jargon and no canned pitch.